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- Tasks: Drive client engagement and manage onboarding for a portfolio of leads and active clients.
- Company: Join StoneX, a Fortune 100 company connecting clients to global markets.
- Benefits: Enjoy competitive salary, career growth, and a dynamic work environment.
- Other info: Collaborate with diverse teams and mentor junior members for continuous improvement.
- Why this job: Make a real impact in the financial world while developing your skills.
- Qualifications: Experience in retail trading or financial services sales is preferred.
The predicted salary is between 40000 - 50000 £ per year.
Company Overview: Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets – focusing on innovation, human connection, and providing world-class products and services to all types of investors.
Business Segment Overview: Retail: Empower individual investors – and yourself – in the world of retail through a range of different financial products rooted in innovation and market intelligence.
Responsibilities:
- The Account Manager plays a key role in driving client engagement, onboarding quality, revenue contribution, and conversion across the UK.
- This role manages a portfolio of incoming leads and active clients, ensuring they receive high quality service from first contact through trading activation and handover to longer term relationship teams.
- You will balance commercial performance with exceptional client experience, helping sustain the UK position as a top performing region.
- This includes delivering high contact volumes, identifying high value clients early in the funnel, supporting complex onboarding cases, and collaborating with cross functional teams such as AML, Operations, and Product.
- Manage inbound applications and lead pipelines, delivering timely follow ups to maximise conversion & contact rate.
- Guide clients from initial enquiry to live trading, including platform walkthroughs, product explanations, and onboarding support.
- Maintain exceptional communication standards across email and phone, consistent with UK team benchmarks.
- Identify and escalate high value or complex prospects requiring enhanced onboarding.
Operational Excellence:
- Handle onboarding requirements end to end, ensuring accuracy in documentation and compliance checkpoints.
- Maintain accurate CRM (Salesforce) records and contribute to the region’s high data quality standards.
- Support follow up volume requirements to sustain or exceed team engagement KPIs.
Business Impact & Cross Team Collaboration:
- Collaborate with AML, Operations, Product, Marketing, and Strategy teams to improve conversion, retention, and client experience.
- Proactively flag market changes or client sentiment insights that influence acquisition and retention metrics.
Team Contribution:
- Mentor junior team members where required, contributing to continuous improvement and internal knowledge-sharing.
- Uphold team culture around excellence, communication standards, and operational discipline.
Qualifications:
- Experience in retail trading, FX/CFD, or financial services sales preferred.
- Strong communication skills across phone, email, and digital messaging platforms.
- Ability to manage multiple clients concurrently without compromising quality.
- CRM proficiency (Salesforce/ Microsoft Dynamics).
- High attention to detail, especially in KYC/AML-sensitive workflows.
- Proactive attitude, ability to thrive in a fast-paced sales environment.
Account Manager employer: StoneX Group Inc.
Contact Detail:
StoneX Group Inc. Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy to reach out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to account management. Role-play with a friend or use mock interview tools. The more comfortable you are, the better you'll perform when it counts!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in showing your enthusiasm for the role. It keeps you fresh in their minds and demonstrates your professionalism.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can sometimes give you an edge. Plus, it’s super easy to keep track of your applications that way!
We think you need these skills to ace Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the Account Manager role. Highlight your experience in retail trading or financial services sales, and don’t forget to showcase your strong communication skills. We want to see how you can connect with clients just like we do!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about this role and how your background makes you a perfect fit. Be sure to mention any relevant experience with CRM systems like Salesforce, as that’s a big plus for us.
Showcase Your Client Engagement Skills: In your application, give examples of how you've successfully managed client relationships in the past. We love seeing candidates who can balance commercial performance with exceptional client experience, so share those success stories!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It helps us keep track of applications and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at StoneX Group Inc.
✨Know Your Stuff
Make sure you brush up on your knowledge of retail trading, FX/CFD, and the financial services industry. Familiarise yourself with StoneX Financial Ltd's products and services, as well as their client base. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As an Account Manager, strong communication is key. Practice articulating your thoughts clearly and concisely. Prepare examples of how you've successfully communicated with clients in the past, whether through phone calls, emails, or digital messaging. This will demonstrate your ability to maintain exceptional communication standards.
✨Demonstrate Your Proactive Attitude
Be ready to discuss times when you've taken the initiative in a fast-paced environment. Think of specific examples where you identified opportunities for improvement or helped clients navigate complex situations. This will highlight your proactive approach and ability to thrive under pressure.
✨Prepare for Team Collaboration Questions
Since the role involves working with cross-functional teams, be prepared to talk about your experience collaborating with others. Think of instances where you've worked with different departments, like AML or Operations, to achieve a common goal. This will show that you can contribute to team culture and operational excellence.